Note: You can also check out the Zuora Docs here.
1. Log into your Zuora account and navigate to the administration panel via the menu on the right.
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2. Click on Manage User Roles.
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3. Click on Add new role.
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4. Fill in the required information. You do not have to check any boxes.
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5. Now go back to the administration panel and click on Manage users.
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6. Click on Add single user.
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7. Fill in the form as follows:
- First name:
recap
- Last name:
Integration
- Work Email: Your personal work email
- Login Name: Your personal work email
- Zuora Platform Role:
re:cap API User
(the user role that we have just created)
8. Click on Save.
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9. Now in Users, you will see the new user in the ‘Pending Activation’ state. Check your email and click on the activation link Zuora sent you – this will activate the user. Then back in the Users page, click on the User.
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10. Fill in the Client Name as recap
(or a name of your choice) and click on Create.
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11. This will reveal the information that re:cap needs to be able to integrate with Zuora.
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12. Then, paste it in the modal you see in our platform as seen in the instructions – and you're done!
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